LISTED FDS TR 13F Institutional Holdings

Institutions

Combined AUM (Q2 2026)

$750,234

Combined Shares (Q2 2026)

2.0M

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+2.0M

4 institutions added · 3 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-15,848

1 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+1.9M

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Triad Wealth Partners, LLC	0.02%	0.04%	#2	$407,846	41,830	$563,560	57,678	-15,848-27.48%	Reduce
BEACON INVESTMENT ADVISORS LLC	0.07%	0.09%	#1	$225,595	23,055	$225,268	23,055	00.00%	Unchanged
OLD MISSION CAPITAL LLC	<0.01%	—	#3	$112,967	11,545	$0	0	+11,545	New Buy
UBS Group AG	<0.01%	<0.01%	#5	$2,720	278	$2,042	209	+69+33.01%	Add
Coppell Advisory Solutions LLC	<0.01%	—	#4	$1,096	2.0M	$0	0	+2.0M	New Buy
FMR LLC	<0.01%	—	#6	$10	1	$0	0	+1	New Buy

LISTED FDS TR

🧭 Institutional Sector Flow Heatmap